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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,187 | $180,459-17.3% | $154,108-3.2% | $135,380+10.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.04% | 888.21%-896.2pp | 735.21%-743.2pp | 519.81%-527.8pp |
| Employer contribution / active EE | $3,440 | $6,035-43.0% | $5,298-35.1% | $4,779-28.0% |
| Participant deferral / active EE | $6,261 | $5,806+7.8% | $5,081+23.2% | $5,609+11.6% |
| Admin fee / account holder | $25 | $16,145-99.8% | $13,411-99.8% | $10,828-99.8% |